Civic Intelligence

Heartwise Ministries

990EZ • Fiscal year 2016 • EIN 20-5984064

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2018

Organization Profilewww.heartwiseministries.org
8831 Forest Creek LaneOoltewah, TN 37363

(423) 645-5916

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

59th percentile

7.0%

Higher net margin than 59% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

92nd percentile

$49,998

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 29.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

69th percentile

16%

Faster asset growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$88,322

Up $12,153 (+16%) from 2015

Net Assets

Up

$88,322

Up $12,153 (+16%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin59th percentile

Revenue

Up

$172,686

Up $8,624 (+5.3%) from 2015

Expenses

Up

$160,533

Up $3,121 (+2.0%) from 2015

Net Income

Up

$12,153

Up $5,503 (+83%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $6,179Net Assets 2010: $6,1792010Assets 2011: $38,209Net Assets 2011: $38,2092011Assets 2012: $58,358Net Assets 2012: $58,3582012Assets 2013: $63,360Net Assets 2013: $63,3602013Assets 2014: $69,519Net Assets 2014: $69,5192014Assets 2015: $76,169Net Assets 2015: $76,1692015Assets 2016: $88,322Net Assets 2016: $88,3222016Assets 2017: $83,716Net Assets 2017: $83,7162017Assets 2018: $144,243Net Assets 2018: $144,2432018Assets 2019: $203,477Net Assets 2019: $203,4772019Assets 2020: $187,656Net Assets 2020: $187,6562020Assets 2021: $145,708Net Assets 2021: $145,7082021Assets 2022: $170,577Liabilities 2022: $0Net Assets 2022: $170,5772022Assets 2023: $189,556Liabilities 2023: $0Net Assets 2023: $189,5562023Assets 2024: $142,913Liabilities 2024: $0Net Assets 2024: $142,9132024

Highlighted filing

2016

Assets$88,322
Liabilities-
Net Assets$88,322
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2010: $24,310Expenses 2010: $32,467Net Income 2010: -$8,1572010Revenue 2011: $93,425Expenses 2011: $61,395Net Income 2011: $32,0302011Revenue 2012: $176,929Expenses 2012: $164,584Net Income 2012: $12,3452012Revenue 2013: $147,669Expenses 2013: $142,667Net Income 2013: $5,0022013Revenue 2014: $160,027Expenses 2014: $153,868Net Income 2014: $6,1592014Revenue 2015: $164,062Expenses 2015: $157,412Net Income 2015: $6,6502015Revenue 2016: $172,686Expenses 2016: $160,533Net Income 2016: $12,1532016Revenue 2017: $161,414Expenses 2017: $166,020Net Income 2017: -$4,6062017Revenue 2018: $136,466Expenses 2018: $75,939Net Income 2018: $60,5272018Revenue 2019: $142,758Expenses 2019: $83,524Net Income 2019: $59,2342019Revenue 2020: $73,567Expenses 2020: $89,388Net Income 2020: -$15,8212020Revenue 2021: $71,938Expenses 2021: $113,886Net Income 2021: -$41,9482021Revenue 2022: $144,129Expenses 2022: $119,260Net Income 2022: $24,8692022Revenue 2023: $148,891Expenses 2023: $129,912Net Income 2023: $18,9792023Revenue 2024: $73,988Expenses 2024: $120,631Net Income 2024: -$46,6432024

Highlighted filing

2016

Revenue$172,686
Expenses$160,533
Net Income$12,153
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$172,686
Mission and Program Overview

Mission

The organization's purpose is to promote biblical principles to treat and prevent cardiovascular disease through television, radio, print and seminars.

To treat and prevent cardiovascular disease.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION'S PURPOSE IS TO PROMOTE BIBLICAL PRINCIPLES TO TREAT AND PREVENT CARDIOVASCULAR DISEASE THROUGH TELEVISION, RADIO, PRINT AND SEMINARS.$160,535-
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NICK EVENSONCEOFT$49,998-$49,998
JAMES L MARCUMDirector-$0--
Filing and Contact Details

Filer

Filer Name
Heartwise Ministries
EIN
20-5984064
Phone
4236455916
Address
8831 FOREST CREEK LANE, OOLTEWAH, TN 37363

Signing Officer

Name
James L Marcum
Title
Director
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
A D Regeon CPA Pllc
Address
PO BOX 1917, COLUMBIA, TN 38402-1917
Preparer
Allan D Regeon
Phone
9313802188
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Publishing expense $32540”

Other Expenses.2

“ADVERTISING $27034”

Other Expenses.3

“Television production expenses $25314”

Other Expenses.4

“Internet and social media $18200”

Other Expenses.5

“Equipment expenses $15780”

Other Expenses.6

“RADIO PRODUCTIONS $15445”

Other Expenses.7

“INSURANCE $11173”

Other Expenses.8

“EVENT EXPENSE $6903”

Other Expenses.9

“CONTRACT LABOR $4300”

Other Expenses.10

“OFFICE EXPENSE $3844”

Other Expenses.11

“Wages included above (line 12) $-49998”

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/AmendedReturnInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES L MARCUM
IRS990EZ/BooksInCareOfDetail/PhoneNum04236455916
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08831 FOREST CREEK LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0OOLTEWAH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0373639182
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076169
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt088322
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0172686
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt012153
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt076169
IRS990EZ/Form990TotalAssetsGrp/EOYAmt088322
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0172686
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076169
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088322
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt076169
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088322
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt049998
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0NICK EVENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES L MARCUM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0110535
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO TREAT AND PREVENT CARDIOVASCULAR DISEASE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION'S PURPOSE IS TO PROMOTE BIBLICAL PRINCIPLES TO TREAT AND PREVENT CARDIOVASCULAR DISEASE THROUGH TELEVISION, RADIO, PRINT AND SEMINARS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0160535
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt049998
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0160533
IRS990EZ/TotalProgramServiceExpensesAmt0160535
IRS990EZ/TotalRevenueAmt0172686
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.heartwiseministries.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0172686
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0164062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0160027
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0147669
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0176929
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0821373
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0821373
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0172686
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0164062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0160027
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0147669
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0176929
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0821373
IRS990ScheduleA/TotalSupportAmt0821373
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PUBLISHING EXPENSE $32540
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADVERTISING $27034
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TELEVISION PRODUCTION EXPENSES $25314
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERNET AND SOCIAL MEDIA $18200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUIPMENT EXPENSES $15780
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5RADIO PRODUCTIONS $15445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE $11173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EVENT EXPENSE $6903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8CONTRACT LABOR $4300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OFFICE EXPENSE $3844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10WAGES INCLUDED ABOVE (LINE 12) $-49998
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.11
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L MARCUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HEARTWISE MINISTRIES
ReturnHeader/Filer/BusinessNameControlTxt0HEAR
ReturnHeader/Filer/EIN0205984064
ReturnHeader/Filer/PhoneNum04236455916
ReturnHeader/Filer/USAddress/AddressLine1Txt08831 FOREST CREEK LANE
ReturnHeader/Filer/USAddress/CityNm0OOLTEWAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037363
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A D REGEON CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1917
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0384021917
ReturnHeader/PreparerPersonGrp/PhoneNum09313802188
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLAN D REGEON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-15T10:42:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,322
Liabilities
-
Net assets
$88,322
Revenue
$172,686
Expenses
$160,533
Net income
$12,153
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.74$1.21$0.47
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.49$1.30$0.19
2022Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$1.44$1.19$0.25
2021Detailed filing. Detailed filing data is available for this year.$1.46$1.46$0.72$1.14$0.42
2020Detailed filing. Detailed filing data is available for this year.$1.88$1.88$0.74$0.89$0.16
2019Detailed filing. Detailed filing data is available for this year.$2.03$2.03$1.43$0.84$0.59
2018Detailed filing. Detailed filing data is available for this year.$1.44$1.44$1.36$0.76$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.84$1.61$1.66$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.88$0.88$1.73$1.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.76$1.64$1.57$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.70$0.70$1.60$1.54$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.63$0.63$1.48$1.43$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.58$1.77$1.65$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$0.93$0.61$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.24$0.32$0.08